San Luis Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,529
| Closed | -$459K | – | 166 |
|
|
2024
Q4 | $459K | Sell |
6,529
-2,289
| -26% | -$161K | 0.09% | 100 |
|
|
2024
Q3 | $498K | Sell |
8,818
-2,505
| -22% | -$141K | 0.1% | 96 |
|
|
2024
Q2 | $672K | Buy |
+11,323
| New | +$672K | 0.16% | 59 |
|
|
2022
Q2 | – | Sell |
-31,923
| Closed | -$1.53M | – | 424 |
|
|
2022
Q1 | $1.53M | Buy |
+31,923
| New | +$1.53M | 0.75% | 31 |
|
|
2021
Q4 | – | Sell |
-18,511
| Closed | -$859K | – | 164 |
|
|
2021
Q3 | $859K | Buy |
+18,511
| New | +$859K | 0.48% | 60 |
|